Retail Banking Services Advisor

Carter Bankshares; Boston (MA); Presencial; USD 19.000 - 30.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Paid time off

401(k)

Descripción de la vacante

Carter Bankshares in Boston, MA is seeking a Financial Services Representative to be the first point of contact for customers, guiding their banking needs with a proactive and personalized approach. You will handle everyday transactions, explain self-service options, and refer customers to appropriate products and services.

The role emphasizes building relationships, meeting sales goals, and collaborating with branch teams to support customer financial well-being.

Formación

• Basic problem solving skills.
• Intermediate collaboration skills.
• Intermediate adaptability skills.

Responsabilidades

• Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners.
• Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust.
• Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals.
• Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions.
• Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations).
• Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business.
• Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services.
• Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise.
• Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers.

Conocimientos

Customer service

Sales experience

Banking products knowledge

MS Office

Verbal communication

Written communication

Educación

High school diploma

Herramientas

MS Office

Descripción del empleo

Carter Bankshares in Boston, MA is seeking a Financial Services Representative to be the first point of contact for customers, guiding their banking needs with a proactive and personalized approach. You will handle everyday transactions, explain self-service options, and refer customers to appropriate products and services.

The role emphasizes building relationships, meeting sales goals, and collaborating with branch teams to support customer financial well-being.